Intel forecasts major 2027 capex hike as data center revenue jumps
10/30/2026 — 10/30, 11:13·2 sources (all)·2 reports (all)
Key takeaways
- Intel's Q3 FY2026 data center and AI revenue rose almost 80% year over year to $7.3 billion, its strongest growth in 15 years, as Granite Ra…
Latest turnAccording to Wall Street CN, Intel posted its strongest data center growth in 15 years in Q3, driven by AI server demand. Management noted that supply will remain constrained and foreshadowed a significant increase in 2027 capex.
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According to Wall Street CN, Intel posted its strongest data center growth in 15 years in Q3, driven by AI server demand. Management noted that supply will remain constrained and foreshadowed a significant increase in 2027 capex.
华尔街见闻AI score 67Intel reported $16.5 billion in revenue for the third quarter of fiscal 2026, up 21% year over year, with its Data Center and AI (DCAI) segment reaching $7.3 billion, a nearly 80% jump and its strongest growth in 15 years. CEO Lip-Bu Tan said Granite Rapids is one of the fastest-ramping server products and that Clearwater Forest, the first Intel 18A server chip, has shipped and begun contributing revenue.
IT之家AI score 58
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